“十三五”期間,我國多措并舉,持續推進以風電、太陽能發電為主的可再生能源開發,取得了舉世矚目的成績,新能源累計裝機規模突破4.5億千瓦,超過水電成為第二大電源,新能源年均新增裝機容量6036萬千瓦。“十四五”期間,隨著新能源步入平價時代,以及產業政策和市場環境的調整,使得新能源的發展面臨嚴峻的挑戰,但是在“四個革命、一個合作”能源戰略引領下,新能源將成為完成“碳達峰”和“碳中和”目標的重要方式,我國新能源也將迎來新的發展機遇。居安思危,曾經嚴峻的棄風限電問題雖得以緩解,但是否會伴隨著裝機規模的增加而再次卷土重來令人擔憂,如何避免消納問題再次成為新能源發展掣肘,是能源高質量發展道路上必須解決的課題。
我國新能源電力消納現狀
新能源裝機及消納情況
2020年,全(quan)(quan)(quan)國風(feng)(feng)(feng)電(dian)新增(zeng)裝(zhuang)(zhuang)機7167萬千瓦(wa)(wa),累計(ji)并(bing)網裝(zhuang)(zhuang)機容量(liang)達到2.8億千瓦(wa)(wa),占全(quan)(quan)(quan)國發(fa)電(dian)總(zong)裝(zhuang)(zhuang)機(22億千瓦(wa)(wa))的12.8%,增(zeng)長9.5%。其中,中東部和南(nan)方地(di)區(qu)占32.6%,“三北”地(di)區(qu)占67.4%,風(feng)(feng)(feng)電(dian)平(ping)(ping)均(jun)利(li)用(yong)小(xiao)時(shi)(shi)數2073小(xiao)時(shi)(shi),同(tong)比降低10小(xiao)時(shi)(shi)。全(quan)(quan)(quan)國棄風(feng)(feng)(feng)電(dian)量(liang)166.1億千瓦(wa)(wa)時(shi)(shi),風(feng)(feng)(feng)電(dian)利(li)用(yong)率96.5%,同(tong)比提升0.5個(ge)百分點;全(quan)(quan)(quan)國光(guang)伏發(fa)電(dian)新增(zeng)裝(zhuang)(zhuang)機4820萬千瓦(wa)(wa),累計(ji)并(bing)網裝(zhuang)(zhuang)機容量(liang)達到2.5億千瓦(wa)(wa),占全(quan)(quan)(quan)國發(fa)電(dian)總(zong)裝(zhuang)(zhuang)機的11.5%,增(zeng)長9.5%。全(quan)(quan)(quan)國光(guang)伏平(ping)(ping)均(jun)利(li)用(yong)小(xiao)時(shi)(shi)數1281小(xiao)時(shi)(shi),同(tong)比降低10小(xiao)時(shi)(shi)。棄光(guang)電(dian)量(liang)52.6億千瓦(wa)(wa)時(shi)(shi),光(guang)伏發(fa)電(dian)利(li)用(yong)率98.0%,與去年基(ji)本持平(ping)(ping)。
2020年,全國(guo)(guo)發電(dian)(dian)(dian)量(liang)76236億(yi)千瓦(wa)時(shi)(shi),同比(bi)(bi)(bi)(bi)增(zeng)長(chang)4.0%。其中,風(feng)電(dian)(dian)(dian)和(he)(he)光伏發電(dian)(dian)(dian)量(liang)分別為(wei)4665和(he)(he)2611億(yi)千瓦(wa)時(shi)(shi),同比(bi)(bi)(bi)(bi)分別增(zeng)長(chang)15.1%和(he)(he)16.6%,占全國(guo)(guo)發電(dian)(dian)(dian)量(liang)的比(bi)(bi)(bi)(bi)重(zhong)分別比(bi)(bi)(bi)(bi)上(shang)年提高0.6和(he)(he)0.4個(ge)百分點,風(feng)電(dian)(dian)(dian)、太陽(yang)能累計(ji)發電(dian)(dian)(dian)量(liang)占比(bi)(bi)(bi)(bi)穩(wen)步提升。
制約新能源消納的原因
一是新(xin)(xin)能(neng)源(yuan)(yuan)爆發式(shi)增(zeng)(zeng)(zeng)長(chang)與(yu)用(yong)電(dian)需(xu)求增(zeng)(zeng)(zeng)長(chang)放緩矛(mao)盾(dun)突出。2012~2016年(nian),全(quan)社會用(yong)電(dian)量年(nian)平均(jun)增(zeng)(zeng)(zeng)長(chang)率(lv)4.5%,裝機(ji)容(rong)量年(nian)平均(jun)增(zeng)(zeng)(zeng)長(chang)率(lv)9%,風電(dian)裝機(ji)容(rong)量年(nian)平均(jun)增(zeng)(zeng)(zeng)長(chang)率(lv)26.4%;近五年(nian),全(quan)國全(quan)社會用(yong)電(dian)量年(nian)均(jun)增(zeng)(zeng)(zeng)長(chang)5%,同(tong)期電(dian)源(yuan)(yuan)裝機(ji)年(nian)均(jun)增(zeng)(zeng)(zeng)長(chang)近10%,新(xin)(xin)能(neng)源(yuan)(yuan)裝機(ji)年(nian)均(jun)增(zeng)(zeng)(zeng)長(chang)高達(da)30%以上,新(xin)(xin)增(zeng)(zeng)(zeng)用(yong)電(dian)市場無法支撐(cheng)各類電(dian)源(yuan)(yuan)的快(kuai)速增(zeng)(zeng)(zeng)長(chang)。
二是網源(yuan)(yuan)(yuan)發(fa)展(zhan)不(bu)協調嚴(yan)重制約新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)發(fa)展(zhan)。我(wo)國能(neng)(neng)源(yuan)(yuan)(yuan)分(fen)布廣泛但不(bu)均(jun)衡,主要特征表現為(wei)能(neng)(neng)源(yuan)(yuan)(yuan)資源(yuan)(yuan)(yuan)“西富東貧”,消費“東多(duo)西少”,能(neng)(neng)源(yuan)(yuan)(yuan)生產與消費中(zhong)(zhong)心(xin)逆向分(fen)布。如風電裝機(ji)集中(zhong)(zhong)的(de)“三北”地(di)區(qu)遠離負荷(he)中(zhong)(zhong)心(xin),難以就地(di)消納(na),電網發(fa)展(zhan)滯后。其他新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)富集大型能(neng)(neng)源(yuan)(yuan)(yuan)基地(di),都(dou)不(bu)同(tong)程度存在與開發(fa)配(pei)套的(de)電網送(song)出項(xiang)目規劃、核準相對滯后,跨省(sheng)跨區(qu)通道(dao)能(neng)(neng)力不(bu)足等問(wen)題,成為(wei)制約新(xin)能(neng)(neng)源(yuan)(yuan)(yuan)消納(na)的(de)剛性(xing)約束。
三是缺乏靈(ling)活(huo)調(diao)(diao)(diao)(diao)(diao)節(jie)(jie)電(dian)(dian)(dian)源(yuan)(yuan)系(xi)(xi)統(tong)調(diao)(diao)(diao)(diao)(diao)節(jie)(jie)能力(li)不(bu)充足。新能源(yuan)(yuan)發電(dian)(dian)(dian)具有間歇性、波(bo)動性等(deng)特征,大(da)(da)規(gui)模并(bing)網對電(dian)(dian)(dian)網穩定(ding)性、連續性和可調(diao)(diao)(diao)(diao)(diao)性造成極大(da)(da)影響,因此對電(dian)(dian)(dian)力(li)系(xi)(xi)統(tong)調(diao)(diao)(diao)(diao)(diao)峰(feng)(feng)能力(li)提出很高要求(qiu),而目(mu)前系(xi)(xi)統(tong)缺乏靈(ling)活(huo)調(diao)(diao)(diao)(diao)(diao)節(jie)(jie)電(dian)(dian)(dian)源(yuan)(yuan),調(diao)(diao)(diao)(diao)(diao)峰(feng)(feng)能力(li)不(bu)足。例(li)如風(feng)資源(yuan)(yuan)集(ji)中(zhong)的“三北”地區電(dian)(dian)(dian)源(yuan)(yuan)結構單一,以煤(mei)電(dian)(dian)(dian)機(ji)(ji)組(zu)為主,抽水蓄能、燃(ran)氣電(dian)(dian)(dian)站等(deng)靈(ling)活(huo)調(diao)(diao)(diao)(diao)(diao)節(jie)(jie)電(dian)(dian)(dian)源(yuan)(yuan)比(bi)重低,新疆、內蒙古(gu)等(deng)地區大(da)(da)量自備電(dian)(dian)(dian)廠不(bu)參與系(xi)(xi)統(tong)調(diao)(diao)(diao)(diao)(diao)峰(feng)(feng),東(dong)北、華(hua)北燃(ran)煤(mei)機(ji)(ji)組(zu)中(zhong)熱(re)(re)(re)電(dian)(dian)(dian)機(ji)(ji)組(zu)比(bi)重較大(da)(da),冬季為了滿(man)足供(gong)熱(re)(re)(re)需求(qiu),采暖期供(gong)熱(re)(re)(re)機(ji)(ji)組(zu)“以熱(re)(re)(re)定(ding)電(dian)(dian)(dian)”運行(xing),進(jin)一步壓縮了機(ji)(ji)組(zu)調(diao)(diao)(diao)(diao)(diao)峰(feng)(feng)空間,導致(zhi)系(xi)(xi)統(tong)調(diao)(diao)(diao)(diao)(diao)峰(feng)(feng)能力(li)嚴重不(bu)足。
四是(shi)(shi)促新能(neng)(neng)源(yuan)消(xiao)(xiao)納(na)(na)的(de)(de)政(zheng)策和市場機(ji)制(zhi)(zhi)不(bu)健(jian)全。目前,雖然各部委陸續(xu)出(chu)臺了多項支(zhi)持可(ke)再生能(neng)(neng)源(yuan)行業健(jian)康(kang)可(ke)持續(xu)發(fa)展的(de)(de)政(zheng)策文(wen)件,但(dan)是(shi)(shi)改革過程(cheng)(cheng)中(zhong)各項政(zheng)策、各種(zhong)博弈、各種(zhong)利(li)益訴求交織在一起,因此政(zheng)策的(de)(de)落地以及(ji)作用的(de)(de)發(fa)揮不(bu)可(ke)能(neng)(neng)完(wan)全按照(zhao)理論(lun)實現(xian),需要經歷復雜而曲折的(de)(de)過程(cheng)(cheng)。當前我國電力供需以省內(nei)平衡和就地消(xiao)(xiao)納(na)(na)為(wei)主(zhu),缺乏促進清(qing)(qing)潔能(neng)(neng)源(yuan)跨區跨省消(xiao)(xiao)納(na)(na)的(de)(de)強有力政(zheng)策、合理的(de)(de)電價和輔(fu)助(zhu)服務等(deng)必要的(de)(de)補(bu)償機(ji)制(zhi)(zhi),省間壁壘(lei)突(tu)出(chu),跨區跨省調節電力供需難度大,成(cheng)為(wei)當前制(zhi)(zhi)約清(qing)(qing)潔能(neng)(neng)源(yuan)消(xiao)(xiao)納(na)(na)的(de)(de)重要因素。
新能源面臨的發展形勢
項目開發方面
“30·60”目(mu)標加快新能源跨越(yue)發(fa)(fa)展。2020年12月12日在(zai)氣候(hou)雄心峰會上我(wo)國(guo)提(ti)出到2030年中國(guo)單位(wei)國(guo)內(nei)生產(chan)總值(zhi)二氧化碳排放將比(bi)2005年下降65%以(yi)上,非化石能源占一次能源消(xiao)費比(bi)重將達到25%左右,風電、太陽(yang)能發(fa)(fa)電總裝(zhuang)機(ji)容量(liang)將達到12億(yi)(yi)千(qian)瓦以(yi)上。截至2020年底,我(wo)國(guo)風電裝(zhuang)機(ji)2.8億(yi)(yi)千(qian)瓦、光(guang)伏發(fa)(fa)電裝(zhuang)機(ji)2.5億(yi)(yi)千(qian)瓦,合計(ji)(ji)達5.4億(yi)(yi)千(qian)瓦,預計(ji)(ji)未來(lai)10年,風電、太陽(yang)能發(fa)(fa)電合計(ji)(ji)年均至少新增規模6700萬千(qian)瓦以(yi)上,才能實(shi)現12億(yi)(yi)千(qian)瓦,新能源將迎來(lai)跨越(yue)式發(fa)(fa)展。
集散(san)(san)并(bing)(bing)舉(ju),海(hai)陸齊進,發(fa)(fa)(fa)儲協同特(te)征(zheng)明(ming)顯(xian)(xian)(xian)。“十(shi)三(san)五”期間,受(shou)“三(san)北(bei)”地(di)(di)區限電(dian)(dian)等(deng)因素(su)影響,新(xin)(xin)(xin)能(neng)(neng)源(yuan)(yuan)項(xiang)目(mu)向消(xiao)納(na)較好(hao)的(de)(de)中(zhong)(zhong)、東、南(nan)部等(deng)地(di)(di)區轉移,逐(zhu)步形(xing)成集散(san)(san)并(bing)(bing)舉(ju)的(de)(de)格局,國家能(neng)(neng)源(yuan)(yuan)局2020年(nian)發(fa)(fa)(fa)布的(de)(de)《新(xin)(xin)(xin)時(shi)代的(de)(de)中(zhong)(zhong)國能(neng)(neng)源(yuan)(yuan)發(fa)(fa)(fa)展》白皮(pi)書指(zhi)出,全面推進大(da)型風(feng)(feng)(feng)電(dian)(dian)基地(di)(di)建設與分散(san)(san)風(feng)(feng)(feng)能(neng)(neng)資(zi)源(yuan)(yuan)開(kai)發(fa)(fa)(fa)結合,優(you)先發(fa)(fa)(fa)展平價風(feng)(feng)(feng)電(dian)(dian)項(xiang)目(mu)。隨著“三(san)北(bei)”地(di)(di)區消(xiao)納(na)問題(ti)逐(zhu)漸緩解(jie),“十(shi)四五”期間,土地(di)(di)資(zi)源(yuan)(yuan)豐(feng)富、風(feng)(feng)(feng)光資(zi)源(yuan)(yuan)和(he)建設條件較好(hao)的(de)(de)“三(san)北(bei)”地(di)(di)區優(you)勢(shi)凸顯(xian)(xian)(xian),特(te)別是在外送通道建設助(zhu)力下(xia),風(feng)(feng)(feng)電(dian)(dian)大(da)基地(di)(di)迎來又一輪(lun)建設高潮,而具備消(xiao)納(na)優(you)勢(shi)的(de)(de)中(zhong)(zhong)、東、南(nan)部和(he)內(nei)陸低(di)風(feng)(feng)(feng)速(su)地(di)(di)區則以分散(san)(san)式開(kai)發(fa)(fa)(fa)為主,有條件的(de)(de)地(di)(di)方局部集中(zhong)(zhong)開(kai)發(fa)(fa)(fa)。2021年(nian)全國能(neng)(neng)源(yuan)(yuan)工作(zuo)會(hui)議(yi)提(ti)出,要加快風(feng)(feng)(feng)電(dian)(dian)、光伏發(fa)(fa)(fa)展,新(xin)(xin)(xin)增裝機(ji)總量較“十(shi)三(san)五”有大(da)幅增長,大(da)力提(ti)升新(xin)(xin)(xin)能(neng)(neng)源(yuan)(yuan)消(xiao)納(na)和(he)儲存能(neng)(neng)力,發(fa)(fa)(fa)展抽水(shui)蓄能(neng)(neng)和(he)儲能(neng)(neng)產業(ye),加快推進“風(feng)(feng)(feng)光水(shui)火儲一體(ti)化”和(he)“源(yuan)(yuan)網荷(he)儲一體(ti)化”發(fa)(fa)(fa)展,1.2萬千瓦海(hai)上風(feng)(feng)(feng)電(dian)(dian)等(deng)領域取得突(tu)破。“十(shi)四五”期間,新(xin)(xin)(xin)能(neng)(neng)源(yuan)(yuan)開(kai)發(fa)(fa)(fa)“集散(san)(san)并(bing)(bing)舉(ju)、海(hai)陸齊進,發(fa)(fa)(fa)儲協同”的(de)(de)特(te)征(zheng)將更加明(ming)顯(xian)(xian)(xian)。
電價及市場方面
平價(jia)(jia)時(shi)代全(quan)(quan)(quan)(quan)面到(dao)來。國(guo)家發(fa)(fa)(fa)(fa)(fa)改委2019年5月發(fa)(fa)(fa)(fa)(fa)布的(de)(de)《關(guan)(guan)于完善(shan)風電(dian)(dian)(dian)上(shang)網電(dian)(dian)(dian)價(jia)(jia)政(zheng)策(ce)的(de)(de)通知(zhi)》規定(ding),自(zi)2021年1月1日開始,新核準的(de)(de)陸(lu)上(shang)風電(dian)(dian)(dian)項(xiang)(xiang)(xiang)目全(quan)(quan)(quan)(quan)面實(shi)現平價(jia)(jia)上(shang)網,國(guo)家不再補(bu)貼(tie)(tie)(tie)(tie),海上(shang)風電(dian)(dian)(dian)自(zi)2022年起執(zhi)行并網年份(fen)的(de)(de)指導價(jia)(jia)。2020年,財政(zheng)部、發(fa)(fa)(fa)(fa)(fa)改委和能源(yuan)(yuan)局先后(hou)聯(lian)合印發(fa)(fa)(fa)(fa)(fa)《關(guan)(guan)于促(cu)進非水可(ke)再生(sheng)能源(yuan)(yuan)發(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)健康(kang)發(fa)(fa)(fa)(fa)(fa)展(zhan)的(de)(de)若干意見(jian)》和《關(guan)(guan)于促(cu)進非水可(ke)再生(sheng)能源(yuan)(yuan)發(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)健康(kang)發(fa)(fa)(fa)(fa)(fa)展(zhan)的(de)(de)若干意見(jian)有關(guan)(guan)事項(xiang)(xiang)(xiang)的(de)(de)補(bu)充通知(zhi)》,明確風電(dian)(dian)(dian)、光伏、生(sheng)物質(zhi)發(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)項(xiang)(xiang)(xiang)目全(quan)(quan)(quan)(quan)生(sheng)命周期(qi)的(de)(de)合理利(li)用小時(shi)數,規定(ding)納入可(ke)再生(sheng)能源(yuan)(yuan)發(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)補(bu)貼(tie)(tie)(tie)(tie)清(qing)單范圍的(de)(de)項(xiang)(xiang)(xiang)目,所發(fa)(fa)(fa)(fa)(fa)電(dian)(dian)(dian)量超過(guo)全(quan)(quan)(quan)(quan)生(sheng)命周期(qi)補(bu)貼(tie)(tie)(tie)(tie)電(dian)(dian)(dian)量部分(fen),不再享受中央財政(zheng)補(bu)貼(tie)(tie)(tie)(tie),核發(fa)(fa)(fa)(fa)(fa)綠證準許參(can)與綠證交易(yi),這意味(wei)著風電(dian)(dian)(dian)、光伏電(dian)(dian)(dian)量補(bu)貼(tie)(tie)(tie)(tie)的(de)(de)方式由全(quan)(quan)(quan)(quan)電(dian)(dian)(dian)量補(bu)貼(tie)(tie)(tie)(tie)向全(quan)(quan)(quan)(quan)生(sheng)命周期(qi)補(bu)貼(tie)(tie)(tie)(tie)轉(zhuan)變。
市場(chang)化(hua)交易(yi)規模進一步擴(kuo)大。2017年(nian)(nian)以來,發改委、能源局(ju)等部門相繼出(chu)臺一系列政(zheng)策和規則(ze),來不斷完善市場(chang)化(hua)機制(zhi),探索(suo)通(tong)過(guo)(guo)市場(chang)化(hua)消納(na)新(xin)(xin)(xin)能源的(de)新(xin)(xin)(xin)途徑,2019年(nian)(nian)我國市場(chang)交易(yi)電(dian)量(liang)占售電(dian)量(liang)比(bi)(bi)重接近(jin)40%,啟動8個省級現貨市場(chang)試點,部分新(xin)(xin)(xin)能源富集省區(qu)陸續開展多種(zhong)市場(chang)化(hua)交易(yi),包括:大用(yong)戶(hu)直接交易(yi)、發電(dian)權置換(huan)、調峰輔助服(fu)務市場(chang)交易(yi)、新(xin)(xin)(xin)能源跨區(qu)現貨交易(yi)等。北京電(dian)力交易(yi)中心數據顯示,2020年(nian)(nian)新(xin)(xin)(xin)能源省間(jian)交易(yi)電(dian)量(liang)915億千瓦(wa)時(shi),同比(bi)(bi)增長(chang)3.7%,其中天中、祁韶(shao)、靈紹、魯固、高嶺等跨區(qu)通(tong)道新(xin)(xin)(xin)能源占比(bi)(bi)超過(guo)(guo)20%。
技術及政策方面
儲(chu)能(neng)(neng)(neng)及虛(xu)擬電(dian)(dian)(dian)廠(chang)促消(xiao)納見成(cheng)(cheng)(cheng)(cheng)效。2020年,多地探索儲(chu)能(neng)(neng)(neng)調(diao)(diao)節、試點(dian)開展(zhan)(zhan)虛(xu)擬電(dian)(dian)(dian)廠(chang)調(diao)(diao)峰促進(jin)新(xin)能(neng)(neng)(neng)源消(xiao)納。青海、寧(ning)夏、山(shan)東(dong)、江(jiang)蘇(su)和湖(hu)南等地均出臺了(le)輔助服務市場交易(yi)規則,鼓勵儲(chu)能(neng)(neng)(neng)電(dian)(dian)(dian)站參(can)與輔助服務。在(zai)浙江(jiang)、江(jiang)蘇(su)兩地開展(zhan)(zhan)虛(xu)擬電(dian)(dian)(dian)廠(chang)調(diao)(diao)峰試點(dian),其中江(jiang)蘇(su)省(sheng)在(zai)國慶(qing)假期實(shi)施填谷電(dian)(dian)(dian)力需(xu)求(qiu)響應,促進(jin)清潔能(neng)(neng)(neng)源消(xiao)納8690萬千(qian)瓦時。在(zai)山(shan)西啟動(dong)“新(xin)能(neng)(neng)(neng)源+電(dian)(dian)(dian)動(dong)汽(qi)車(che)”智(zhi)慧能(neng)(neng)(neng)源試點(dian)以(yi)解決棄風棄光問題,降低(di)電(dian)(dian)(dian)動(dong)汽(qi)車(che)用(yong)電(dian)(dian)(dian)成(cheng)(cheng)(cheng)(cheng)本。隨著(zhu)能(neng)(neng)(neng)源供給結(jie)構性(xing)改革深化,綜合(he)能(neng)(neng)(neng)源利用(yong)項目(mu)開發、技(ji)術創新(xin)和新(xin)技(ji)術應用(yong)集成(cheng)(cheng)(cheng)(cheng)發展(zhan)(zhan)已成(cheng)(cheng)(cheng)(cheng)為(wei)“十四(si)五”規劃(hua)的重要戰(zhan)略目(mu)標,綜合(he)能(neng)(neng)(neng)源利用(yong)有望成(cheng)(cheng)(cheng)(cheng)為(wei)新(xin)能(neng)(neng)(neng)源領域新(xin)的增(zeng)長點(dian)。
可再生能(neng)源(yuan)消(xiao)納(na)保障(zhang)(zhang)機制(zhi)(zhi)發(fa)(fa)揮實效(xiao)。2019年5月可再生能(neng)源(yuan)電力消(xiao)納(na)保障(zhang)(zhang)機制(zhi)(zhi)的出臺,意(yi)味著能(neng)源(yuan)低(di)碳轉型(xing)發(fa)(fa)展長(chang)效(xiao)機制(zhi)(zhi)建立(li),但(dan)是要真(zhen)正落實可再生能(neng)源(yuan)消(xiao)納(na)責任,需要科學確定消(xiao)納(na)責任權重(zhong),發(fa)(fa)揮目標導向作用(yong),建立(li)有(you)效(xiao)的監管機制(zhi)(zhi),同(tong)時完善(shan)綠(lv)色(se)電力證(zheng)書(shu)交易(yi)。自(zi)2017年我(wo)國開始實行綠(lv)證(zheng)自(zi)愿(yuan)認(ren)購,但(dan)市場始終“低(di)溫運行”,未發(fa)(fa)揮其應有(you)的作用(yong)。隨著“全(quan)壽(shou)命(ming)周期補貼”的實施(shi),補貼和(he)“綠(lv)證(zheng)”脫鉤,為(wei)“綠(lv)證(zheng)”交易(yi)創造了(le)條(tiao)件,使得(de)“綠(lv)證(zheng)”收(shou)入成為(wei)增(zeng)加項目收(shou)益的重(zhong)要途徑。
新能源消納行穩致遠
“十四五(wu)”期間(jian),新(xin)能源電力勢將(jiang)迎來(lai)更(geng)廣(guang)闊(kuo)的市場,也將(jiang)承擔更(geng)重(zhong)要(yao)的歷(li)史使命,如何防范和解(jie)(jie)決大(da)規(gui)模新(xin)能源并網(wang)消(xiao)納問題,應得到重(zhong)視和解(jie)(jie)決,應多方著手,統籌規(gui)劃(hua),下(xia)好“先手棋”。
因地(di)制宜強戰(zhan)略,政策(ce)落實(shi)謀長遠。一(yi)是(shi)(shi)可(ke)(ke)再生能(neng)源規(gui)(gui)劃(hua)要(yao)與(yu)電網發(fa)(fa)(fa)(fa)展(zhan)規(gui)(gui)劃(hua)相適(shi)應,綜合考慮新能(neng)源發(fa)(fa)(fa)(fa)展(zhan)和電網安全性(xing),合理(li)規(gui)(gui)劃(hua)新能(neng)源裝機(ji),優化網架結構,建(jian)立健康的(de)成本分(fen)(fen)攤機(ji)制,促(cu)進(jin)新能(neng)源消(xiao)納。二是(shi)(shi)項目(mu)(mu)開(kai)發(fa)(fa)(fa)(fa)要(yao)因地(di)制宜進(jin)行戰(zhan)略布局。“三(san)北(bei)”地(di)區結合特高(gao)壓等電力送出工程布局大基地(di)項目(mu)(mu);水電豐富區開(kai)發(fa)(fa)(fa)(fa)風光水儲(chu)一(yi)體(ti)化基地(di)項目(mu)(mu),有效(xiao)推進(jin)源網荷儲(chu)一(yi)體(ti)化典型項目(mu)(mu);中(zhong)(zhong)東部地(di)區電價(jia)高(gao),消(xiao)納能(neng)力強,應綜合利用(yong)土地(di)開(kai)發(fa)(fa)(fa)(fa)漁光互(hu)補、農光互(hu)補項目(mu)(mu)。三(san)是(shi)(shi)強化產業政策(ce)落地(di),切實(shi)發(fa)(fa)(fa)(fa)揮(hui)可(ke)(ke)再生能(neng)源消(xiao)納保障機(ji)制作用(yong),提升各省區優先(xian)消(xiao)納可(ke)(ke)再生能(neng)源積極性(xing),目(mu)(mu)前(qian)尚處于“低溫”運行狀(zhuang)態下的(de)綠(lv)證交易,亟需盡(jin)快完善以(yi)實(shi)現與(yu)市場(chang)建(jian)設的(de)高(gao)效(xiao)銜(xian)接,用(yong)“看不見的(de)手”代替行政管(guan)制,充分(fen)(fen)發(fa)(fa)(fa)(fa)揮(hui)市場(chang)在資源配置中(zhong)(zhong)的(de)決定(ding)性(xing)作用(yong),若能(neng)與(yu)可(ke)(ke)再生能(neng)源保障機(ji)制有效(xiao)協調,可(ke)(ke)以(yi)穩定(ding)企業收益與(yu)現金流(liu),提升項目(mu)(mu)測算(suan)經濟效(xiao)益,實(shi)現項目(mu)(mu)開(kai)發(fa)(fa)(fa)(fa)與(yu)市場(chang)交易相互(hu)促(cu)進(jin)。
技(ji)術(shu)創新破(po)壁(bi)壘,源(yuan)(yuan)(yuan)(yuan)(yuan)網(wang)荷儲(chu)強協(xie)同。一(yi)是(shi)技(ji)術(shu)創新提(ti)(ti)高項(xiang)目經(jing)濟性(xing),當(dang)前新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)發電(dian)(dian)(dian)技(ji)術(shu)和成(cheng)本(ben)應(ying)(ying)對平價的(de)(de)(de)(de)(de)全面(mian)到來,尚顯得力不從心,在能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)轉型中勝(sheng)任主(zhu)力軍角色更是(shi)需(xu)要(yao)(yao)進(jin)一(yi)步提(ti)(ti)高發電(dian)(dian)(dian)利用小時數、降低度電(dian)(dian)(dian)成(cheng)本(ben)、提(ti)(ti)高發電(dian)(dian)(dian)技(ji)術(shu)特性(xing)。二是(shi)新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)電(dian)(dian)(dian)力系(xi)統穩(wen)定性(xing)和波動性(xing)的(de)(de)(de)(de)(de)問題,是(shi)制(zhi)約(yue)其并網(wang)的(de)(de)(de)(de)(de)關鍵(jian),目前解(jie)決(jue)該問題的(de)(de)(de)(de)(de)主(zhu)要(yao)(yao)手段有大(da)(da)(da)電(dian)(dian)(dian)網(wang)和儲(chu)能(neng)(neng)兩種,一(yi)方(fang)面(mian)要(yao)(yao)加強電(dian)(dian)(dian)網(wang)建設,擴大(da)(da)(da)電(dian)(dian)(dian)網(wang)互(hu)聯(lian)、推進(jin)電(dian)(dian)(dian)網(wang)的(de)(de)(de)(de)(de)智(zhi)能(neng)(neng)化(hua),以(yi)增強大(da)(da)(da)電(dian)(dian)(dian)網(wang)優(you)(you)化(hua)配(pei)置資源(yuan)(yuan)(yuan)(yuan)(yuan)能(neng)(neng)力;另一(yi)方(fang)面(mian)需(xu)要(yao)(yao)轉變觀念,發揮煤電(dian)(dian)(dian)等傳統火電(dian)(dian)(dian)調節(jie)電(dian)(dian)(dian)源(yuan)(yuan)(yuan)(yuan)(yuan)作用,要(yao)(yao)加強氫能(neng)(neng)、儲(chu)能(neng)(neng)等技(ji)術(shu)手段的(de)(de)(de)(de)(de)應(ying)(ying)用,盡快(kuai)打破(po)儲(chu)能(neng)(neng)壁(bi)壘,對于(yu)配(pei)套儲(chu)能(neng)(neng)新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)項(xiang)目,要(yao)(yao)合理優(you)(you)化(hua)項(xiang)目儲(chu)能(neng)(neng)方(fang)案,以(yi)產業(ye)鏈的(de)(de)(de)(de)(de)高速發展帶動儲(chu)能(neng)(neng)技(ji)術(shu)進(jin)步和造(zao)價下調,不斷(duan)優(you)(you)化(hua)新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)儲(chu)能(neng)(neng)性(xing)價比(bi)以(yi)確保項(xiang)目收(shou)益。三是(shi)深挖需(xu)求(qiu)側潛力,推進(jin)源(yuan)(yuan)(yuan)(yuan)(yuan)荷互(hu)動。隨著大(da)(da)(da)數據、物(wu)聯(lian)網(wang)、5G等信息與數字技(ji)術(shu)不斷(duan)進(jin)步,通過構建需(xu)求(qiu)側智(zhi)能(neng)(neng)管控系(xi)統,實現荷隨源(yuan)(yuan)(yuan)(yuan)(yuan)動、源(yuan)(yuan)(yuan)(yuan)(yuan)荷互(hu)動,為新能(neng)(neng)源(yuan)(yuan)(yuan)(yuan)(yuan)間歇性(xing)問題提(ti)(ti)供(gong)解(jie)決(jue)路徑。
市(shi)(shi)(shi)(shi)場建設開新(xin)(xin)(xin)(xin)篇,產業發(fa)(fa)展(zhan)(zhan)拓(tuo)空間。加快構建適應(ying)新(xin)(xin)(xin)(xin)能(neng)源(yuan)優先發(fa)(fa)展(zhan)(zhan)的(de)電(dian)(dian)(dian)力市(shi)(shi)(shi)(shi)場機(ji)(ji)制,一是建立健(jian)康的(de)成(cheng)本分攤機(ji)(ji)制,平價上網不等(deng)(deng)(deng)同于平價利用(yong)(yong),新(xin)(xin)(xin)(xin)能(neng)源(yuan)利用(yong)(yong)不但包含自身發(fa)(fa)電(dian)(dian)(dian)成(cheng)本,還需要考慮(lv)系統成(cheng)本,系統成(cheng)本需要通過(guo)市(shi)(shi)(shi)(shi)場機(ji)(ji)制共同分擔,才能(neng)更好(hao)消納(na)新(xin)(xin)(xin)(xin)能(neng)源(yuan)。二(er)是做好(hao)優先發(fa)(fa)電(dian)(dian)(dian)保障和市(shi)(shi)(shi)(shi)場化消納(na)的(de)銜接,隨著分布(bu)式(shi)能(neng)源(yuan)和用(yong)(yong)戶(hu)側需求響應(ying)技術的(de)進步,電(dian)(dian)(dian)力市(shi)(shi)(shi)(shi)場主(zhu)體(ti)呈(cheng)現多元化,新(xin)(xin)(xin)(xin)興化趨勢,以碳中和為契機(ji)(ji),通過(guo)電(dian)(dian)(dian)力市(shi)(shi)(shi)(shi)場主(zhu)體(ti)與新(xin)(xin)(xin)(xin)興技術融(rong)合拓(tuo)展(zhan)(zhan),發(fa)(fa)售用(yong)(yong)等(deng)(deng)(deng)多重市(shi)(shi)(shi)(shi)場角色(se)重塑,發(fa)(fa)揮“虛擬電(dian)(dian)(dian)廠”“負(fu)荷聚(ju)集商”等(deng)(deng)(deng)新(xin)(xin)(xin)(xin)興市(shi)(shi)(shi)(shi)場主(zhu)體(ti)的(de)作用(yong)(yong),進一步拓(tuo)寬新(xin)(xin)(xin)(xin)能(neng)源(yuan)消納(na)空間。
注:本文刊載于《中國電力企業管理》2021年02期,作者供職于中國大唐集團新能源股份有限公司。